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Mar 05, 2026

Endowments & Foundations Performance Update – Q4 2025

Our Q4 2025 data for endowments and foundations shows something important: strong markets can hide structural gaps. Dispersion exposes them.

Even in a broadly positive year, the gap between top and bottom performers was nearly 10 percentage points:

For YTD:

  • Top 5%: 19.68%
  • Median: 15.07%
  • Bottom 5%: 9.10%

The questions committees and CIOs should be asking:

  • Is our performance cyclical or structural?
  • Are we benchmarking to markets or to our peers?

That’s where independent peer analytics can help uncover these insights to drive better long-term decisions.

See how your results compare – book a short demo to learn more.

Bar chart showing Q4 2025 endowment and foundation returns by percentile across QTR, YTD, and 1-, 3-, 5-, 7-, and 10-year periods.

 

 

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